CBA

Coastal Bridge Advisors Portfolio holdings

AUM $1.32B
1-Year Est. Return 26.24%
This Quarter Est. Return
1 Year Est. Return
+26.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$3.28M
2 +$1.86M
3 +$801K
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$606K
5
CG icon
Carlyle Group
CG
+$576K

Top Sells

1 +$21.4M
2 +$2.85M
3 +$785K
4
RA
Brookfield Real Assets Income Fund
RA
+$392K
5
NXST icon
Nexstar Media Group
NXST
+$269K

Sector Composition

1 Communication Services 44.2%
2 Financials 4.92%
3 Technology 4.57%
4 Healthcare 2.8%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-13,000
127
-225,140